katherine janowski

senior retirement plan administrator

About

President at 5500PrepPro, LLC/Manager of Benefit Services at My Benefits, LLC

Country

united states

City

liverpool

Industry

accounting

Skill

defined benefit, erisa, retirement, 401k, defined contribution, employee benefits, microsoft office, retirement planning, pensions, accounting, organizational leadership, financial services, account reconciliation, insurance, time management, health insurance, benefits administration, form 5500 preparation, supervisory skills, great communications skills, plan compliance, retirement plan consulting, strongly self motivated, organized multi tasker, pay close attention to detail, outstanding time management skills, handle confidential information, asset allocation, committed to customer satisfaction, government filings, committed to professionalism, pension administration, profit sharing, superior work ethic, health and welfare benefits

Experience

senior retirement plan administrator

retirewell administrators, inc.

2019-12 - Present · 6 yrs 10 mos

senior consultant

harbridge consulting group

2006-1 - 2012-1 · 6 yrs 1 mo

Managed and directed support staff, reviewed census data reconciliations, trust reconciliations and prepared and reviewed signature ready government filings. Managed valuation workflow of clients, Prepared H&W Form 5500s and SAR, Assisted clients in delinquent filings utilizing the DOLs DFVC Program.

consultant

pwc

1997-7 - 2005-12 · 8 yrs 6 mos

Responsible for the administration of 401(k), PS, MP, DB and Cash Balance Plans, Trust accounting, data reconciliation and ERISA Compliance. Client meetings, new engagement proposals, client budgets and billings, plan submissions to the IRS

associate

pwc

1993-1 - 1997-6 · 4 yrs 6 mos

Compliance testing mandated by IRS regulations, administration of 401(k), PS and MP Plans, Employer census data reconciliations and transaction processing. Trust account reconciliation for balance-forward plans. Completion of various government forms - Forms 5500, 5558, 1099-Rs, 5330, etc.

associate

associated administrators, llc

1989-1 - 1992-1 · 3 yrs 1 mo

manager of benefit services

my benefits, llc & first party administrator, llc

2014-7 - 2019-12 · 5 yrs 6 mos

president

5500preppro

2013-2 - Present · 13 yrs 8 mos

* Form 5500 and ERISA Compliance. * Among the Form 5500 services 5500PrepPro provides are: * Preparation of signature-ready Form 5500s and all applicable schedules for 403(b)plans, defined * benefit, defined contribution, and health and welfare plans * Compliance and assistance with DOL-mandated electronic filings * Expert consulting to ensure complete, accurate filings and minimize penalties fordelinquent filings * Timely response to any IRS or DOL related inquires * Other compliance services provided. Please visit our website at 5500PrepPro.com for more information.